The opportunities page is the kanban for deals that have qualified past the lead stage. Each card is one opportunity; columns are the stages of your sales process.
What you can do here
- Drag cards between stages to advance or roll back. Stage changes appear on the opportunity's activity timeline.
- Filter the board:
- All — every active opportunity.
- At-risk — opportunities that need attention.
- Renewals — renewal-cycle opportunities.
- Reviews — opportunities awaiting an internal review.
- Pending — opportunities pending external action.
- Switch to list view for bulk scanning, sorting, or export.
- Create an opportunity from the new-opportunity button.
What's on a card
- Deal name and dollar value.
- Linked account and primary contact.
- Stage badge.
Tips
- Use the at-risk filter as your morning triage list rather than scanning every column.
- Don't let renewals drift into general pipeline — keep them in the Renewals filter so forecasting reflects them correctly.